Home
Forums
New posts
Search forums
What's new
New posts
Latest activity
Members
Current visitors
Log in
Register
What's new
Search
Search
Search titles only
By:
New posts
Search forums
Menu
Log in
Register
Install the app
Install
Home
Forums
Brown Cafe UPS Forum
UPS Discussions
401K rules-Biden administration
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser
.
Reply to thread
Message
<blockquote data-quote="Jones" data-source="post: 5464768" data-attributes="member: 4805"><p>Those are index funds:</p><p></p><p><strong>What is the Fund's Goal?</strong></p><p>The Fund seeks to track the performance of the</p><p>Standard & Poor’s MidCap 400 ® Index.</p><p></p><p><strong>What is the Fund's Investment Strategy?</strong></p><p>To pursue its goal, the Fund invests in all 400 mid-</p><p>capitalization stocks in the S&P MidCap 400 Index</p><p>in proportion to their weighting in the Index. The</p><p>strategy of investing in the same stocks as the</p><p>Index minimizes the need for trading and therefore</p><p>may reduce certain expenses. Derivatives (i.e.,</p><p>financial futures) may be used to gain exposure, to</p><p>provide liquidity for cash flows, to equitize dividend</p><p>accruals, or for other purposes that facilitate</p><p>meeting the Fund’s objective</p><p></p><p><strong>What is the Fund's Goal?</strong></p><p>The Fund seeks to track the performance of the</p><p>S&P 500 ® Index.</p><p></p><p><strong>What is the Fund's Investment Strategy?</strong></p><p>To pursue its goal, the Fund invests in all 500 large</p><p>capitalization stocks in the S&P 500 Index in</p><p>proportion to their weighting in the Index. The</p><p>strategy of investing in the same stocks as the</p><p>Index minimizes the need for trading and therefore</p><p>may reduce expenses. Derivatives (i.e., financial</p><p>futures) may be used to gain exposure, to provide</p><p>liquidity for cash flows, to equitize dividend</p><p>accruals, or for other purposes that facilitate</p><p>meeting the Fund’s objective</p></blockquote><p></p>
[QUOTE="Jones, post: 5464768, member: 4805"] Those are index funds: [B]What is the Fund's Goal?[/B] The Fund seeks to track the performance of the Standard & Poor’s MidCap 400 ® Index. [B]What is the Fund's Investment Strategy?[/B] To pursue its goal, the Fund invests in all 400 mid- capitalization stocks in the S&P MidCap 400 Index in proportion to their weighting in the Index. The strategy of investing in the same stocks as the Index minimizes the need for trading and therefore may reduce certain expenses. Derivatives (i.e., financial futures) may be used to gain exposure, to provide liquidity for cash flows, to equitize dividend accruals, or for other purposes that facilitate meeting the Fund’s objective [B]What is the Fund's Goal?[/B] The Fund seeks to track the performance of the S&P 500 ® Index. [B]What is the Fund's Investment Strategy?[/B] To pursue its goal, the Fund invests in all 500 large capitalization stocks in the S&P 500 Index in proportion to their weighting in the Index. The strategy of investing in the same stocks as the Index minimizes the need for trading and therefore may reduce expenses. Derivatives (i.e., financial futures) may be used to gain exposure, to provide liquidity for cash flows, to equitize dividend accruals, or for other purposes that facilitate meeting the Fund’s objective [/QUOTE]
Insert quotes…
Verification
Post reply
Home
Forums
Brown Cafe UPS Forum
UPS Discussions
401K rules-Biden administration
Top